Financial Planning
News Category

Whole Life Insurance Offers Financial Stability as Americans' Wellness Hits 15-Year Low
As financial stress reaches a 15-year high, whole life insurance emerges as a tool for stability, growth, and retirement confidence.

Consolidated Credit Marks Hispanic Heritage Month with Renewed Push for Spanish-Language Financial Education
Consolidated Credit is using Hispanic Heritage Month to spotlight its Spanish-language financial education platform, CelebrandoLaHispanidad.com, and i...

Debt.com to Honor Best Spanish-Language Financial Content Creator at 2026 FinTalk Awards
Debt.com will recognize the top Spanish-language financial content creator at the 2026 FinTalk Awards, highlighting the importance of accessible finan...

Beeline Holdings Sets Q3 2026 Stakeholder Update Call for November 12
Beeline Holdings will host a stakeholder call on November 12 to discuss Q3 2026 results and strategic initiatives, offering investors a timely window ...

New Podcast 'Have You Tried Being Rich?' Puts Popular Money Advice on Trial
A new podcast hosted by financial experts Dria Benjamin and Kristin Geosits examines whether common personal finance advice actually leads to wealth o...

Cashback Loans Report: 44% of Americans Lack Emergency Savings, 17% of Savers Have Less Than $1,000
A new survey by Cashback Loans reveals that nearly half of U.S. adults have no emergency savings, with many borrowing to cover essential expenses, hig...

Linda Jensen's Journey from Invisibility to Financial Clarity
Linda Jensen, founder and CEO of Heart Financial Group, transformed childhood trauma into a career helping others navigate financial uncertainty, emph...

Debt.com Unveils 2026 FinTalk Awards Nominees as Credit Card Debt Nears Record Highs
Debt.com's 2026 FinTalk Awards honor financial creators who make money management accessible, with a new Spanish-language category reflecting the grow...

HOA Special Assessments vs. Private Lending: What Boards Need to Know
When homeowners associations face costly repairs but cannot afford a special assessment, private lending secured by future dues offers an alternative ...

AtlasClear Holdings Showcases Technology-Enabled Financial Services Platform at Disruptive Growth & Life Sciences Conference
AtlasClear Holdings announces its participation in the Moody Capital Solutions 2026 Disruptive Growth and Life Sciences Conference, highlighting its v...

reVolver Podcasts Launches 'Dinero Consciente' to Explore the Psychology of Money for Spanish-Speaking Audiences
reVolver Podcasts introduces 'Dinero Consciente,' a Spanish-language podcast hosted by Darla Sierra that examines the emotional and behavioral drivers...

Beaverton Buyers: Waiting for Lower Rates Could Cost More Than Acting Now
Cautious buyers in Beaverton waiting for lower interest rates may miss out on current buyer-friendly conditions and lower prices, as rates are tempora...

Why HOA Accounting Works Differently and What Boards Need to Know
The article explains why generic accounting software is inadequate for HOA financial management, emphasizing the need for specialized tools that handl...

Financial Industry Faces Dual Crisis: $124 Trillion Wealth Transfer and Advisor Shortage
The 2026 VISION Conference addresses the unprecedented $124 trillion intergenerational wealth transfer and the impending retirement of over a third of...

Potomac Wealth Management LLC Offers Independent, Fee-Only Portfolio Management for Investors Nationwide
Potomac Wealth Management LLC, an independent fee-only RIA, emphasizes fiduciary, personalized portfolio management and provides online investor tools...

How Fix-and-Flip Investors Can Overcome the Cash Crunch That Stalls Growth
homebldr's financing subscription model helps active real estate investors preserve cash and scale by eliminating per-deal origination fees.

Fort Myers Estate Planning Attorney Barbara M. Pizzolato Marks Over 38 Years Guiding Families Through Estate Planning, Probate, and Trust Administration
Barbara M. Pizzolato, P.A. celebrates over 38 years of providing comprehensive estate planning and administration services in Southwest Florida, empha...

Rusty Rhodes Returns to MassMutual of South Carolina to Serve Individuals, Families and Small Businesses
Rusty Rhodes rejoins MassMutual of South Carolina's Greenville office to provide financial guidance to individuals, families, and small business owner...

Larry Mastropieri on Why Delray Beach Is the Best Long-Term Luxury Investment in South Florida Right Now
Real estate expert Larry Mastropieri explains why Delray Beach offers unmatched long-term appreciation potential compared to other South Florida marke...

New Index Reveals Stark State-by-State Disparities in U.S. Immigration Costs
CitizenPath's 2026 U.S. Immigration Affordability Index shows that while USCIS fees are uniform, the true burden varies dramatically by state, with lo...

Rockwater Wealth Management Earns Top Honors in 2026 Best of Orillia Readers' Choice Awards
Rockwater Wealth Management received Diamond and Platinum recognitions in the 2026 Best of Orillia Readers' Choice Awards, highlighting its commitment...

New Platform Launches to Educate and Quote Structured Settlement Sellers Nationwide
Sell My Structured Settlement for Cash launches a comprehensive education and quote platform with state-specific guides, calculators, and free public ...

Smart Strategies to Reduce Dental Implant Costs Without Sacrificing Quality
The article explores the factors behind dental implant costs and provides practical tips for making them more affordable, emphasizing long-term value ...

Bobby Garon Launches Personal Website to Share Financial Philosophy and Build Trust-Based Client Relationships
Bobby Garon, a Naples, Florida finance and insurance professional, launched bobbygaron.com to offer insights into his relationship-driven approach to ...

‘Pretty Broke’ Movement Launches to Address Hidden Financial Crisis Facing Women
Nettie Reeves launches the Pretty Broke Movement to help one million women build financial confidence by addressing the financial barriers they inheri...

Raleigh Attorney Glenn Doyle Earns North Carolina Family Financial Mediator Certification
Glenn Doyle, founder of Doyle Divorce Law, has been certified as a Family Financial Mediator by the North Carolina Dispute Resolution Commission, enha...

Legal Eagles Releases Guide on Florida Powers of Attorney
The article explains the legal requirements and importance of powers of attorney in Florida, helping residents understand their role in personal and f...

Finfluential Survey Names Michael Kitces, Christine Benz, and Jason Zweig as Top Financial Influencers
A survey of over 60 financial professionals identifies Michael Kitces, Christine Benz, and Jason Zweig as the most influential voices in financial med...

INVEST Fair 2026 Attracts Over 15,000 Visitors, Showcasing Malaysia's Growing Retail Investment Interest
Malaysia's largest retail investment fair concluded with over 100 speakers and 40 exhibitors, highlighting the increasing retail investor participatio...

Debt.com Survey: Americans Living Paycheck to Paycheck Falls to Lowest Level in Five Years, but Financial Anxiety Remains High
Debt.com's 2026 survey reveals a 21-point drop in Americans living paycheck to paycheck to 48%, a five-year low, yet 95% still prioritize budgeting du...

Tech Employer Cycles Still Dictate the Pace of Home Sales in Beaverton, Oregon
In Beaverton, local housing activity is closely tied to the financial health of major employers like Intel, Nike, and Columbia Sportswear, with bonuse...

INVEST Fair 2026 Opens in Kuala Lumpur, Emphasizing Financial Education and Market Access for Malaysian Retail Investors
The two-day event, featuring over 100 speakers and 40 exhibitors, aims to equip Malaysians with trusted information and practical knowledge to make in...

Asset Protection Is a Choice, Not a Luxury: Hispanic Target and Elena Ortega Tauler Partner for Estate Planning Webinar
A free webinar by Hispanic Target and attorney Elena Ortega Tauler aims to educate families on wills, trusts, and probate to prevent costly legal pitf...

homebldr Launches Subscription Model to Eliminate Origination Fees for Real Estate Investors
homebldr introduces a financing subscription that eliminates origination fees for 12 months, potentially saving active investors thousands annually wh...

Kravets Law Group Warns Illinois Families Not to Overlook State Estate Tax Despite Federal Exemption Increase
The One Big Beautiful Bill Act permanently raises the federal estate tax exemption to $15 million per person, but Illinois families still face a $4 mi...

Republic First Funding Highlights Debt Consolidation as Structured Alternative to High-Interest Credit Card Cycles
Republic First Funding expands consumer education to help Americans understand debt consolidation as a fixed-payment alternative to revolving high-int...

Waiting for Lower Mortgage Rates May Cost Little Rock Renters More Than Buying Now
Little Rock renters waiting for mortgage rates to drop may be losing equity and paying their landlord's mortgage, while buying now at higher rates cou...

Next Generation Trust Company Partners with Independent Financial Advisors to Enable Alternative Asset Retirement Plans
Next Generation Trust Company's CEO Jaime Raskulinecz publishes an article explaining how independent fee-based financial advisors can collaborate wit...

Alberta Faces Canada's First AI-Era Recession, WealthVerse CEO Warns
As Canada enters a recession, rapid AI adoption is reshaping job security and corporate margins, requiring individuals to audit their financial exposu...

How to Save on Dental Implants: A Guide to Affordable Tooth Replacement in Dallas
The article explains why dental implants are the preferred tooth replacement option in Dallas and offers practical strategies to reduce costs, includi...

Pearl Data Powers Realtor.com Study: New Homes Save Buyers $25,000 Over 10 Years
A Realtor.com study using Pearl SCORE data reveals that newly built homes save buyers an average of $25,335 over 10 years compared to 20-year-old home...

Financial Executive Keith D'Agostino Launches Scholarship for Undergraduate Cancer Survivors
Keith D'Agostino, a Senior Managing Director in finance, announces a new scholarship for undergraduate cancer survivors, emphasizing resilience and le...

Nabaltec AG Annual General Meeting Approves Dividend of EUR 0.29 Per Share
Nabaltec AG's Annual General Meeting approved a dividend of EUR 0.29 per share, reflecting shareholder confidence amid challenging market conditions i...

How Financial Literacy in Multifamily Housing Could Help Close the Wealth Gap
Steven Libman's Investing With Purpose uses on-site financial literacy programs in multifamily properties to help renters become homeowners, addressin...

Quad-A Women's Conference Targets Leadership, Wealth Gaps in Financial Industry
The Association of African American Financial Advisors' 2026 WIIN Conference in Chicago will address workforce challenges and strategies for women's l...

Illinois Small Estate Affidavit Threshold Raised to $150,000: Kravets Law Group Highlights Key Changes
Illinois' small estate affidavit threshold increased from $100,000 to $150,000 under Public Act 104-0346, excluding vehicle values, enabling more fami...

